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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (10756)	7/30/2003 9:56:02 PM
From: Gottfried	Read Replies (1) \| Respond to of 95467

Stan, re 'excellent discussion': helps to keep me from getting mentally lazy. I observe that sometimes looking at the same data or info I've seen all along, suddenly a minor insight emerges. How about that KLIC giving up some gains today? I have mixed feelings since I sold CCs and want them to expire worthless. Gottfried

To: StanX Long who wrote (10756)	7/30/2003 10:54:31 PM
From: Return to Sender	Respond to of 95467

Semicondcutor Equipment . . . Brooks Automation was cut to Sell at AG Edwards. The downgrade is based their belief that mgmt has not done enough to make the business model sustainable, that customers are looking for lower cost robotics, and that valuation appears to reflect open-ended growth. United Micro reports earnings of $0.03 per ADS, $0.01 better than the consensus of $0.02. Revenues rose 17.6% year/year to $631.4 million versus the $616.9 mln consensus. Semiconductors . . . Intel’s CEO said corporate IT spending remains flat-to-down this year, but did note a pick-up in Asia and Eastern Europe. Vishay reported earnings of $2.8 million, or 2 cents per share, down from its year-ago profit of $15.6 million, or 10 cents per share. The latest results include restructuring expenses of $12.3 million, or a nickel per share, after taxes. Analysts were looking for a profit of 7 cents per share in the period, on average. Sales jumped 17.5 percent in the latest three months to $538.1 million from $457.9 million in the same period a year earlier. Backlog stood at $420 million as of June 30. The company said the outbreak of SARS in Asia held back sales in its chip business during the quarter, but it believes this slowdown is temporary and that improved business levels will resume in future quarters. Cypress and Xilinx announced collaborative co-development for next generation communications and memory products. The first product to be developed from this relationship is a reference design for a complete "fiber-to-fiber" data over SONET/SDH solution. M-Systems chosen by Iomega for its SmartDiskOnKey platform to serve as the basis for its Mini USB 2.0 product line. This expands upon its preexisting relationship with with the co in their Mini USB 1.1 product line. RobBlack.com MarketWrap robblack.com